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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,656 | $196,972-94.6% | $182,262-94.2% | $198,609-94.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 7.33% | 158.27%-150.9pp | 140.60%-133.3pp | 202.70%-195.4pp |
| Employer contribution / active EE | $1,821 | $5,364-66.0% | $5,046-63.9% | $5,055-64.0% |
| Participant deferral / active EE | $3,206 | $8,643-62.9% | $8,276-61.3% | $6,977-54.0% |
| Admin fee / account holder | $597 | $18,429-96.8% | $16,712-96.4% | $19,030-96.9% |